ForthRight Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW ForthRight Wealth Management, LLC | Institutional Filer | ▲ 1.34% | $352.5M | 75 |
Current Portfolio Holdings
Showing all 75 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 78K | $46.9M | 13.29% |
| 2 | SCHD | SCHWAB STRATEGIC TR | — | 1.3M | $39.6M | 11.23% |
| 3 | IUSV | ISHARES TR | — | 302K | $30.9M | 8.77% |
| 4 | SCHA | SCHWAB STRATEGIC TR | — | 955K | $27.8M | 7.87% |
| 5 | IUSG | ISHARES TR | — | 174K | $26.9M | 7.64% |
| 6 | BIV | VANGUARD BD INDEX FDS | — | 315K | $24.3M | 6.90% |
| 7 | JPIB | J P MORGAN EXCHANGE TRADED F | — | 422K | $20.2M | 5.72% |
| 8 | DIVO | AMPLIFY ETF TR | — | 417K | $18.7M | 5.31% |
| 9 | NOBL | PROSHARES TR | — | 171K | $18.2M | 5.15% |
| 10 | VO | VANGUARD INDEX FDS | — | 47K | $13.6M | 3.87% |
| 11 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 122K | $9.2M | 2.61% |
| 12 | VTEB | VANGUARD MUN BD FDS | — | 149K | $7.4M | 2.11% |
| 13 | IDOG | ALPS ETF TR | — | 136K | $5.7M | 1.61% |
| 14 | FGD | FIRST TR EXCHANGE-TRADED FD | — | 176K | $5.6M | 1.60% |
| 15 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.4M | 1.54% |
Showing 1 to 15 of 75 holdings